+115.0%
FCLD price history and return analytics
+74.2%
+40.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.6% | -1.0% |
| 7D | -3.0% | -1.1% | -1.9% | -1.4% |
| 30D | +1.3% | -1.0% | +2.3% | +2.8% |
| 3M | +18.0% | +3.2% | +14.9% | +13.0% |
| 6M | +54.7% | +12.5% | +42.2% | +30.0% |
| YTD | +46.4% | +14.1% | +32.3% | +20.4% |
| 1Y | +48.7% | +18.9% | +29.8% | +14.9% |
| 3Y | +115.0% | +74.1% | +40.9% | -4.4% |
| All | +115.0% | +74.2% | +40.7% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling